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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $78,461 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES STREET - STE 100 · OMAHA, NE 681302357 | Recordkeeping | $22,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,587 | $34,495-69.3% | $78,676-86.5% | $63,975-83.5% |
| Participation rate | 57.3% | 60.8%-3.5pp | 73.6%-16.3pp | 71.1%-13.8pp |
| Annual return | 23.76% | 11.62%+12.1pp | 62.19%-38.4pp | 48.65%-24.9pp |
| Employer contribution / active EE | $576 | $1,398-58.8% | $2,850-79.8% | $2,182-73.6% |
| Participant deferral / active EE | $1,041 | $2,100-50.4% | $3,517-70.4% | $3,356-69.0% |
| Admin fee / account holder | $0 | $68-100.0% | $4,510-100.0% | $70-100.0% |